WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

WESTERVILLE, Ohio·5 registered advisors·CRD# 157766
SEC# 801-723700614-741-7600
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

5 registered advisors
Christopher David Adkinson
WESTERVILLE, Ohio
James Paul Cramer
WESTERVILLE, Ohio
Michael James Menzer
WESTERVILLE, Ohio
Richard Kyle Winning
WESTERVILLE, Ohio
Russell Tate Ginise
WESTERVILLE, Ohio
05

Office Locations

WESTERVILLE, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC (CRD# 157766) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.